Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Baron Baron Small Cap in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE ASSOCIATION OF UNIVERSITY PHYSICIANS THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN | SEATTLE WA | 3,026 | $499.3M | $941K |
| 2 | NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN | DRESDEN TN | 227 | $5.8M | $139K |
